WIM
Westside Investment Management Portfolio holdings
AUM $469M
AUM
$469M
AUM Growth
-$5.07M (-1%)
Cap. Flow
+$8.94M
Cap. Flow % of AUM
1.9%
Top 10 Holdings %Top 10 Hldgs %
26.31%
Holding
1,027
New
41
Increased
202
Reduced
150
Closed
49
Top Buys
| 1 | $1.89M | |
| 2 | $1.32M | |
| 3 | $1.23M | |
| 4 | $1.05M | |
| 5 | $699K |
Top Sells
| 1 | $1.94M | |
| 2 | $1.28M | |
| 3 | $1.06M | |
| 4 | $824K | |
| 5 | $766K |
Sector Composition
| 1 | Technology | 16.7% |
| 2 | Healthcare | 8.47% |
| 3 | Industrials | 6.17% |
| 4 | Communication Services | 5% |
| 5 | Consumer Discretionary | 3.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.36K | 0% | 16,430 -21,600 | -57% | -$9.68K | |||
| $7.35K | 0% | 302 | – | – | |||
| $7.35K | 0% | 500 | – | – | |||
| $7.32K | 0% | 30 | – | – | |||
| $7.26K | 0% | 155 | – | – | |||
| $7.23K | 0% | 100 | – | – | |||
| $7.09K | 0% | 100 | – | – | |||
| $7.04K | 0% | 100 | – | – | |||
| $7.03K | 0% | 59 | – | – | |||
| $7.01K | 0% | 104 | – | – | |||
| $6.95K | 0% | 180 | – | – | |||
| $6.86K | 0% | 2,000 | – | – | |||
| $6.76K | 0% | 508 | – | – | |||
| $6.7K | 0% | 109 | – | – | |||
| $6.48K | 0% | 3,600 | – | – | |||
| $6.46K | 0% | 804 | – | – | |||
| $6.44K | 0% | 85 | – | – | |||
| $6.34K | 0% | 100 | – | – | |||
| $6.31K | 0% | 99 | – | – | |||
| $6.28K | 0% | 111 | – | – | |||
| $6.27K | 0% | 85 | – | – | |||
| $6.16K | 0% | 180 | – | – | |||
| $6.14K | 0% | 100 | New | +$6.14K | |||
| $6.13K | 0% | 107 | – | – | |||
| $6.13K | 0% | 12 | – | – |
